Rede Wealth, LLC

CIK

1842054

Location

CHARLOTTESVILLE, VA

Portfolio Value

Micro $23,004,364

Diversification

Diversified

Filing Date

Global Rank

#6,307 / 8,586 ▲ 115

Top Industry

Consumer Electronics 18.4%

3Y Alpha vs SPY

-4.0%

Period ended 3 months ago

Filed Apr 10, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.9%

SPY

+78.1%

Annualised alpha

-4.0%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

60 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−1.0 pts

Top 5

47.2%

−0.7 pts

Top 10

64.5%

+0.3 pts

HHI

639

Diversified−4

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.9%	$23,004,364	10
Financial Services	15.1%	$10,917,768	11
Healthcare	14.0%	$10,117,070	3
Unclassified	10.0%	$7,226,340	7
Consumer Cyclical	9.2%	$6,659,423	4
Energy	7.0%	$5,080,540	5
Industrials	6.2%	$4,458,717	11
Communication Services	4.0%	$2,867,275	5
Consumer Defensive	2.6%	$1,850,934	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
ETH	Grayscale Ethereum Staking Mini ETF	+17,931	53,251	$1,057,564
EZBC	Franklin Templeton Digital Holdings Trust	+6,626	27,887	$1,092,891
EPD	Enterprise Products Partners L.P.	+74	23,331	$882,845
COIN	Coinbase Global, Inc.	+31	8,119	$1,417,658
GOOGL	Alphabet Inc.	+20	1,388	$399,133
MSFT	Microsoft Corp	+20	8,290	$3,068,709
MDLZ	Mondelez International, Inc.	+7	5,221	$300,938
PG	PROCTER & GAMBLE Co	+7	6,313	$911,849
FDX	Fedex Corp	+5	1,035	$368,646
ABBV	AbbVie Inc.	+4	1,662	$361,468
TFC	Truist Financial Corp	+3	8,978	$412,718
HXL	Hexcel Corp /De/	+2	3,160	$255,738
BNY	Bank of New York Mellon Corp	+2	2,142	$254,105
ASML	Asml Holding NV	+2	464	$612,865
DIS	Walt Disney Co	+1	2,759	$265,912
CVX	Chevron Corp	+1	2,338	$483,732
MA	Mastercard Inc	+1	1,215	$607,086
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
IAUM	iShares Gold Trust Micro	−21,915	19,677	$918,915
HODL	VanEck Bitcoin ETF	−2,360	11,939	$228,751
PAA	Plains All American Pipeline LP	−1,433	19,250	$429,852
CSCO	Cisco Systems, Inc.	−1,032	3,598	$279,168
AMZN	Amazon Com Inc	−913	23,534	$4,901,426
V	Visa Inc.	−893	1,291	$390,191
AAPL	Apple Inc.	−407	47,093	$11,951,732
SBUX	Starbucks Corp	−156	4,006	$358,897
TSLA	Tesla, Inc.	−93	789	$293,310
BRK-B	Berkshire Hathaway Inc	−73	10,043	$4,812,605
UNH	Unitedhealth Group Inc	−65	2,552	$690,545
NVDA	Nvidia Corp	−20	14,199	$2,476,305
QQQ	Invesco Qqq Trust, Series 1	−18	524	$302,442
SPY	Spdr S&P 500 ETF Trust	−3	5,189	$3,374,613
NFLX	Netflix Inc	−2	12,800	$1,230,720
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	3,686	$251,164
MTZ	Mastec Inc	695	$223,609
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
IBM	International Business Machines Corp	745	$220,676
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

10 positions · $23,004,364 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	700	0	$236,565	+11.2%	1.03%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,598	-1,032	$279,168	−21.7%	1.21%
ADP	Automatic Data Processing Inc Technology	Held	2,238	0	$454,716	−21.0%	1.98%
ASML	Asml Holding NV Technology	Added	464	+2	$612,865	+24.0%	2.66%
SHOP	Shopify Inc. Technology	Held	5,262	0	$624,178	−26.3%	2.71%
GLW	Corning Inc /Ny Technology	Held	5,946	0	$808,477	+55.3%	3.51%
NVDA	Nvidia Corp Technology	Reduced	14,199	-20	$2,476,305	−6.6%	10.76%
AMAT	Applied Materials Inc /De Technology	Held	7,290	0	$2,491,649	+33.0%	10.83%
MSFT	Microsoft Corp Technology	Added	8,290	+20	$3,068,709	−23.3%	13.34%
AAPL	Apple Inc. Technology	Reduced	47,093	-407	$11,951,732	−7.4%	51.95%